Eric Schmidt
Sell-side biotech analyst
“So if anyone needed any sign or signal that the FDA is open for business with regard to pretty much seems any orphan or rare disease opportunity, here it is yet again.”
“After talking to the FDA move forward with the filing, this week we learned that that filing was accepted for priority review. And I'm told that an ADCOM will not even be required here.”
“In terms of my buy side interactions, it's like nine to one sort of negatively inclined toward Biogen's decision to move this forward.”
Eric Schmidt
One-line summary: Sell-side biotech analyst on Biotech Hangout; framed the FDA rare-disease right-shift and probability-of-success re-rate.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On fda-rare-disease-regulatory-right-shift, fda-right-shift-to-rare-disease-refile-rerate:
"So if anyone needed any sign or signal that the FDA is open for business with regard to pretty much seems any orphan or rare disease opportunity, here it is yet again." — 2026-07-10-podcast-biotech-hangout-episode-188-july-10-2026 (2026-07-10)
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On fda-right-shift-to-rare-disease-refile-rerate:
"After talking to the FDA move forward with the filing, this week we learned that that filing was accepted for priority review. And I'm told that an ADCOM will not even be required here." — 2026-07-10-podcast-biotech-hangout-episode-188-july-10-2026 (2026-07-10)
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On biogen-tau-failure-to-brain-shuttle-rerate:
"In terms of my buy side interactions, it's like nine to one sort of negatively inclined toward Biogen's decision to move this forward." — 2026-07-10-podcast-biotech-hangout-episode-188-july-10-2026 (2026-07-10)
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